Add edit document for each document generated in the client documents section, client summary.

Would it be possible when starting to Source a note stating, ‘This is live data, any evidence of research and compliance documentation not saved will not be able to be retrieved in future’.

Is it possible to make the first applicant's client name mandatory? Brokers complain that their clients disappear from source. They just forget to add the name and are unable to find it in the client tab.

Is it possible to add a warning / error message when adding an invalid postcode or address? When a broker does this now, no products will source.

Shaun Almond from HLP commented that a number of members had asked that we return to a portrait design when printing this document.

Broker states it would be useful to include in product details if the product can be ported or not

The broker would like to see more results on the first page. Minimum of 25/30

Providing a comparison between a re-mortgage and a Retention product. It would be helpful if the calculation could take into account the existing lenders discharge fee in the cost comparison.

Having a printable document with all fields of criteria so the broker can sit and write the information in with the client. then transfer to system.

Hi Below is a sourcing suggestion from a broker for development Ellie. Due by time : 08-Nov-2019 12:03 Category : Description : Good morning Following an AQ review involving a porting case – as an adviser the process of changing the information in...